| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $78 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $78 | 0.00% | +1 | New |
| Rialto Wealth Management, LLC | 3 | $235 | 0.00% | +1+50.0% | Added |
| DiNuzzo Private Wealth, Inc. | 7 | $547 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $547 | 0.00% | +5+250.0% | Added |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 8 | $625 | 0.00% | −151−95.0% | Reduced |
| Torren Management, LLC | 10 | $749 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 10 | $781 | 0.00% | +1+11.1% | Added |
| Fulcrum Asset Management LLP | 10 | $793 | 0.00% | +10 | New |
| Zions Bancorporation, National Association | 11 | $859 | 0.00% | −1−8.3% | Reduced |
| Creative Capital Management Investments LLC | 11 | $859 | 0.00% | +11 | New |
| Signature Equity Partners, LLC | 13 | $1.01K | 0.00% | +2+18.2% | Added |
| Sachetta, LLC | 15 | $1.05K | 0.00% | +15 | New |
| Godfrey Financial Associates, Inc. | 16 | $1.25K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 17 | $1.33K | 0.00% | +5+41.7% | Added |
| Silver Grove Financial Group, Inc. | 17 | $1.33K | 0.00% | +17 | New |
| Kilter Group LLC | 21 | $1.64K | 0.00% | +21 | New |
| Buck Wealth Strategies, LLC | 22 | $1.72K | 0.00% | +22 | New |
| WPG Advisers, LLC | 25 | $1.95K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 26 | $2.03K | 0.00% | −2−7.1% | Reduced |
| Manchester Capital Management LLC | 26 | $2.03K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 28 | $2.20K | 0.00% | +3+12.0% | Added |
| CVA Family Office, LLC | 30 | $2.34K | 0.00% | −27−47.4% | Reduced |
| Keating Financial Advisory Services, Inc. | 33 | $2.58K | 0.00% | −4−10.8% | Reduced |
| Fortitude Family Office, LLC | 38 | $2.97K | 0.00% | −7−15.6% | Reduced |
| NBC Securities, Inc. | 40 | $3.12K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 46 | $3.59K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 50 | $3.59K | 0.00% | +50 | New |
| AdvisorNet Financial, Inc | 49 | $3.83K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 50 | $3.90K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 51 | $3.98K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 54 | $4.22K | 0.00% | +39+260.0% | Added |
| GWM Advisors LLC | 56 | $4.37K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 61 | $4.76K | 0.00% | −14−18.7% | Reduced |
| Bell Investment Advisors, Inc | 65 | $5.08K | 0.00% | −6−8.5% | Reduced |
| Bare Financial Services, Inc | 67 | $5.23K | 0.00% | +24+55.8% | Added |
| Brown Brothers Harriman & Co | 68 | $5.31K | 0.00% | −5−6.8% | Reduced |
| IFG Advisory, LLC | 69 | $5.39K | 0.00% | +69 | New |
| SJS Investment Consulting Inc. | 74 | $5.78K | 0.00% | +71+2,366.7% | Added |
| Creative Financial Designs Inc | 75 | $5.86K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 80 | $6.00K | 0.00% | +7+9.6% | Added |
| Insight Financial Services | 94 | $7.34K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 100 | $7.81K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 102 | $7.97K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 104 | $8.12K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 107 | $8.36K | 0.00% | +65+154.8% | Added |
| Capital Advisors, Ltd. LLC | 118 | $9.00K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 116 | $9.21K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 118 | $9.21K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 122 | $9.53K | 0.00% | −167−57.8% | Reduced |
| Private Wealth Management Group, LLC | 128 | $10.0K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 136 | $10.6K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 163 | $12.7K | 0.00% | −36−18.1% | Reduced |
| Harbour Investments, Inc. | 170 | $13.3K | 0.00% | −1−0.6% | Reduced |
| PlanVest Financial, Inc | 188 | $14.7K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 190 | $14.8K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 192 | $15.0K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 200 | $15.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 215 | $16.8K | 0.00% | −2−0.9% | Reduced |
| Atlantic Trust, LLC | 244 | $19.1K | 0.00% | +37+17.9% | Added |
| LRI Investments, LLC | 246 | $19.2K | 0.00% | +3+1.2% | Added |
| First Command Advisory Services, Inc. | 250 | $19.5K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 270 | $21.0K | 0.00% | +3+1.1% | Added |
| Nomura Asset Management Co Ltd | 270 | $21.1K | 0.00% | −300−52.6% | Reduced |
| Abound Wealth Management | 281 | $21.9K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 293 | $22.9K | 0.00% | −113−27.8% | Reduced |
| Community Bank, N.A. | 307 | $24.0K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 353 | $28.0K | 0.00% | −37−9.5% | Reduced |
| Golden State Wealth Management, LLC | 394 | $30.8K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 400 | $31.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 404 | $31.5K | 0.00% | −3−0.7% | Reduced |
| Essential Partners LLC | 407 | $31.8K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 417 | $32.6K | 0.00% | +170+68.8% | Added |
| Versant Capital Management, Inc | 426 | $33.3K | 0.00% | +113+36.1% | Added |
| Kemnay Advisory Services Inc. | 431 | $33.7K | 0.00% | −38−8.1% | Reduced |
| SHP Wealth Management | 434 | $33.9K | 0.00% | +6+1.4% | Added |
| Financial Consulate, Inc | 439 | $34.3K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 470 | $36.7K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 471 | $37.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 486 | $38.0K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 491 | $38.3K | 0.00% | −8−1.6% | Reduced |
| Private Trust Co NA | 506 | $39.5K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 600 | $46.9K | 0.00% | +295+96.7% | Added |
| Smartleaf Asset Management LLC | 603 | $47.8K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 661 | $51.6K | 0.00% | +8+1.2% | Added |
| Global Retirement Partners, LLC | 671 | $52.4K | 0.00% | +671 | New |
| Bayforest Capital Ltd | 727 | $56.8K | 0.05% | −614−45.8% | Reduced |
| Simplex Trading, LLC | 757 | $59.1K | 0.00% | +757 | New |
| Caitong International Asset Management Co., Ltd | 808 | $63.1K | 0.01% | +808 | New |
| Ronald Blue Trust, Inc. | 898 | $70.1K | 0.00% | −202−18.4% | Reduced |
| Farther Finance Advisors, LLC | 923 | $72.3K | 0.00% | −177−16.1% | Reduced |
| Horizon Investments, LLC | 975 | $76.1K | 0.00% | +152+18.5% | Added |
| UMA Financial Services, Inc. | 1,006 | $78.6K | 0.01% | −19−1.9% | Reduced |
| Nikko Asset Management Americas, Inc. | 1,041 | $81.3K | 0.00% | +1,041 | New |
| Custom Index Systems, LLC | 1,076 | $84.0K | 0.03% | +1,076 | New |
| Public Employees Retirement System of Ohio | 1,128 | $88.1K | 0.00% | −1,363−54.7% | Reduced |
| Sterling Capital Management LLC | 1,195 | $93.3K | 0.00% | −753−38.7% | Reduced |
| Parallel Advisors, LLC | 1,400 | $109.4K | 0.00% | +326+30.4% | Added |
| Clear Street Markets LLC | 1,401 | $109.4K | 0.02% | +613+77.8% | Added |
